Dynamic Response Views - Campaign Member Record Types
Nov 2, 2009
In Summer 09, we enabled detailed tracking on campaign member with custom
fields, but didn't create a way to control which fields are on
which members. Now in Winter 10 with Campaign Member
Type, you can show only webinar custom fields on webinar
campaigns, direct mail fields on direct mail campaigns, and telesales
fields on email campaigns. This makes it easy to enter or
find response information on your campaign members.
When you're creating a campaign, set the Campaign Member Type, so all of the members will use the page layout assigned to that type. This means you only have to set the type once no matter how many times you add members to the campaign. In this webinar campaign, we can see event details for this member's webinar response.
And here we see direct mail details to better track this direct mail campaign.
To set it all up, there's two key steps:
1) Create Campaign Member Record Types & assign page layouts to each type
2) Add Campaign Member Type field to your Campaign page layout
Creating Campaign Member Record Types
The options in the Campaign Member Type picklist are the active Campaign Member Record Types, so to add more options, we create Campaign Member Record Types. Click Setup-->Customize-->Campaigns-->Campaign Members-->Record Types-->New
Now give the new record type a label. The label will be seen in the Campaign Member Type list, and give it a good description so that any Marketing Manager knows what each one is for. Click the "Active" checkbox and then enable it for all the profiles that should be able to create campaigns of this type.
Finally, select the desired Campaign Member page layout for to this record type. Once selected, every campaign of this type will use this page layout for all of their members. You can even select different layouts for different profiles if you want to hide sensitive information from some colleagues but not others.
Add Campaign Member Type to the Campaign page layouts
When you have two or more types created, you'll want to add the Campaign Member Type field to the campaign page layout so you can change the type if you make a mistake or want to clone a campaign to that of a different type. Simply go to the page layout editor and add Campaign Member Type: Click on Setup-->Customize-->Campaigns-->Page Layout-->Edit, and add drag it to the layout.
If you have two or more types, you'll be prompted to select one when creating a new campaign so you don't forget.
What types are you using for your campaigns? Share your list in the comments below so others can benefit from your best practices.
When you're creating a campaign, set the Campaign Member Type, so all of the members will use the page layout assigned to that type. This means you only have to set the type once no matter how many times you add members to the campaign. In this webinar campaign, we can see event details for this member's webinar response.
And here we see direct mail details to better track this direct mail campaign.
To set it all up, there's two key steps:
1) Create Campaign Member Record Types & assign page layouts to each type
2) Add Campaign Member Type field to your Campaign page layout
Creating Campaign Member Record Types
The options in the Campaign Member Type picklist are the active Campaign Member Record Types, so to add more options, we create Campaign Member Record Types. Click Setup-->Customize-->Campaigns-->Campaign Members-->Record Types-->New
Now give the new record type a label. The label will be seen in the Campaign Member Type list, and give it a good description so that any Marketing Manager knows what each one is for. Click the "Active" checkbox and then enable it for all the profiles that should be able to create campaigns of this type.
Finally, select the desired Campaign Member page layout for to this record type. Once selected, every campaign of this type will use this page layout for all of their members. You can even select different layouts for different profiles if you want to hide sensitive information from some colleagues but not others.
Add Campaign Member Type to the Campaign page layouts
When you have two or more types created, you'll want to add the Campaign Member Type field to the campaign page layout so you can change the type if you make a mistake or want to clone a campaign to that of a different type. Simply go to the page layout editor and add Campaign Member Type: Click on Setup-->Customize-->Campaigns-->Page Layout-->Edit, and add drag it to the layout.
If you have two or more types, you'll be prompted to select one when creating a new campaign so you don't forget.
What types are you using for your campaigns? Share your list in the comments below so others can benefit from your best practices.
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